Associate, Family Office

Anchin; New York (NY); Hybrid; USD 75,000 - 90,000; Full time

Job summary

Anchin in New York City is seeking an Associate in our Family Office to support high-net-worth families in managing their financial affairs, working closely with senior team members to deliver tailored solutions with discretion and confidentiality.

The role emphasizes relationship building, financial reporting, investment support, tax and estate planning, and staying current with wealth-management best practices, with a hybrid NYC work model.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• CPA preferred.
• 2+ years of experience in wealth management, family office services, or a similar role.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Proficiency in using financial software and Microsoft Office suite.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial objectives, preferences, and concerns. Serve as a primary point of contact for day-to-day inquiries and support.
• Assist in the preparation of financial reports, statements, and analyses to provide insights into the financial health and performance of client portfolios.
• Utilize financial software and tools to generate accurate and timely reports.
• Support senior team members in researching investment opportunities, conducting due diligence, and preparing investment recommendations. Monitor investment portfolios and assist in rebalancing strategies as needed.
• Handle administrative tasks related to client accounts, including account opening, maintenance, and documentation. Ensure compliance with regulatory requirements and internal policies.
• Assist in tax planning activities, including gathering relevant financial data, preparing tax forms, and coordinating with our senior tax professionals to ensure compliance with tax regulations.
• Support the estate planning process by organizing relevant documents, assisting in the development of estate plans, and coordinating with legal professionals as needed.
• Stay updated on industry trends, regulatory changes, and best practices in wealth management and financial planning through ongoing education and professional development opportunities.

Skills

Client relationship management

Financial analysis

Communication skills

Attention to detail

Microsoft Office

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

CPA preferred

Tools

Financial software

Microsoft Excel

Job description

About The Company

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

Title: Associate, Family Office

Department: Family Office

Supervises: N/A

Role Type: Full-time

Location: New York, NY (Hybrid)

About The Position

As an Associate in our Family Office at Anchin, you will play a crucial role in providing comprehensive support to high-net-worth families in managing their financial affairs. You will work closely with senior team members to deliver tailored financial solutions and services to meet the unique needs of our clients. This role requires a strong understanding of financial principles, exceptional attention to detail, and the ability to maintain confidentiality and discretion in handling sensitive information.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial objectives, preferences, and concerns. Serve as a primary point of contact for day-to-day inquiries and support.
• Assist in the preparation of financial reports, statements, and analyses to provide insights into the financial health and performance of client portfolios.
• Utilize financial software and tools to generate accurate and timely reports.
• Support senior team members in researching investment opportunities, conducting due diligence, and preparing investment recommendations. Monitor investment portfolios and assist in rebalancing strategies as needed.
• Handle administrative tasks related to client accounts, including account opening, maintenance, and documentation. Ensure compliance with regulatory requirements and internal policies.
• Assist in tax planning activities, including gathering relevant financial data, preparing tax forms, and coordinating with our senior tax professionals to ensure compliance with tax regulations.
• Support the estate planning process by organizing relevant documents, assisting in the development of estate plans, and coordinating with legal professionals as needed.
• Stay updated on industry trends, regulatory changes, and best practices in wealth management and financial planning through ongoing education and professional development opportunities.

Qualifications

Education:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• CPA preferred.

Experience:

• 2+ years of experience in wealth management, family office services, or a similar role preferred.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Proficiency in using financial software and Microsoft Office suite.

Compensation

• Competitive annual salary in the range of $75,000 to $90,000 based on the individual’s experience level.

Anchin provides comprehensive benefits, which you can view here.

Attributes

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at [e-mail]